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Sign in and navigate

Use the CXP web app to handle customer conversations, manage contacts, and configure support operations for your tenant.

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Sign in

1. Open your CXP sign-in URL.
2. Enter your work email address.
3. Select the tenant you want to access if your account belongs to more than one tenant.
4. Complete password or single sign-on authentication.
5. Confirm that the app opens the tenant you intended to use.

If your account is missing from the tenant, ask a tenant admin to invite you or update your access.

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Choose an initial workspace

Most users start in one of these workspaces:

• Conversations for active customer work, queue views, and conversation tabs.
• Contacts for customer records, Contact 360, and manual conversation creation.
• Organizations for account-level context and organization contacts.
• AI Assistants for assistant configuration when your role allows access.
• Teams for team membership and routing configuration.
• Settings for tenant administration.

Your navigation only shows areas your role can access.

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Set your availability

Agents and team leads can set themselves Ready when they are available for routed live work. Set yourself Not ready when you should not receive new routed assignments. Being Ready does not move existing assigned conversations away from you. It controls whether CXP can offer you new live work.

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Work with conversation tabs

The Conversations workspace has a persistent Views tab and closeable conversation tabs. Opening a conversation creates an in-app tab so you can move between active customer threads without opening browser tabs. Close tabs when you are done with a thread. Closing a tab does not close or resolve the conversation.

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Switch tenant context

If you support multiple tenants, verify the active tenant before changing settings, accepting routed work, or creating manual conversations. Tenant data is isolated, so users, teams, channels, views, and conversations are tenant-specific.